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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,020 | $82,678+25.8% | $125,391-17.0% | $68,490+51.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.25% | -5.97%-8.3pp | 572.41%-586.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $4,633 | $3,382+37.0% | $4,816-3.8% | $2,597+78.4% |
| Participant deferral / active EE | $10,875 | $6,111+77.9% | $7,448+46.0% | $4,028+170.0% |
| Admin fee / account holder | $1,812 | $6,277-71.1% | $10,009-81.9% | $5,403-66.5% |